Virtual Relationship Banker

General Electric Credit Union; Cincinnati (OH); On-site; USD 40,000 - 60,000; Full time

Job summary

Join a leading financial institution as a Virtual Relationship Banker, where you will support members' financial goals through consultative conversations. This role offers a dynamic work environment with opportunities for career advancement and a comprehensive benefits package, including health insurance and retirement plans.

Benefits

Health, Dental and Vision insurance

Life and Disability insurance options

Paid Time Off

401k Retirement plan with up to a 10% match

Tuition reimbursement opportunities

Volunteer opportunities

Qualifications

• Minimum two years of customer service or call center experience required.
• Basic understanding of financial institution products and services.

Responsibilities

• Uncover members’ financial goals through consultative conversations.
• Manage a book of business to meet sales and service goals.
• Facilitate the consumer loan application process.

Skills

Communication

Interpersonal Skills

Organizational Skills

Education

High school diploma or GED

Tools

Microsoft Office

Job description

Join to apply for the Virtual Relationship Banker role at General Electric Credit Union

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Join to apply for the Virtual Relationship Banker role at General Electric Credit Union

Relationship Banker- Virtual Branch (onsite)

General Electric Credit Union is a not-for-profit, member-owned full service financial institution headquartered in Cincinnati with branches in Ohio and Kentucky. At GECU, we pride ourselves on maintaining quality service, being an employee-friendly workplace, and developing our team members while teaching you the skills to lead you to career advancement opportunities.

At GECU, we want to support your wellbeing by offering a wide range of benefits:

• Health, Dental and Vision insurance
• Life and Disability insurance options
• Paid Time Off starts accruing once hired and take your birthday off - paid
• 401k Retirement plan with up to a 10% match of your base gross compensation
• Tuition reimbursement opportunities & professional development
• Volunteer opportunities -and earn additional PTO hours!
• On-site clinics for Vaccines and Mammograms
  
  
  

And many more!

Come join GECU as we are a curated culture of respect, understanding, and mutual recognition. We believe forming bonds and connecting with each other only stands to strengthen the service we provide to our members in our mission of improving the Quality of Financial lives!

Essential Responsibilities:

• Uncover members’ financial goals and needs through consultative conversations
• Advise members on GECU products and services that help achieve desired outcomes and financial goals
• Responsible for managing a book of business that continuously meets sales and service goals through virtual consultative conversations, with current and prospective members
• Answer inbound calls from members regarding new consumer loan accounts and new depository accounts, as well as assist members with general information and inquiries regarding existing Individual Retirement Accounts (IRAs) and Health Savings Accounts (HSAs)
• Facilitate the consumer loan application process, including product recommendation, conducting loan interview, evaluating member credit reports, and collecting the required loan documents to submit for underwriting and processing
• Facilitate member loan closings electronically through DocuSign or by scheduling an in-person loan closing at a branch location
• Manage loan pipeline by conducting member follow-ups via email or phone and reviewing loan documentation to advance the lending process in a timely manner
• Perform basic account maintenance activities using the required systems, processes, and procedures as necessary to advance the lending process
• Open and close various types of depository accounts utilizing the required systems and following appropriate policies and procedures
• Collaborate with and assist internal team members with new deposit and consumer loan accounts via internal chats and phone
• Review accounts for quality control purposes
• Perform other duties to support Virtual Branch Services as necessary
  
  
  

Education and Experience:

• High school diploma or GED required
• Minimum two years of customer service or call center experience required
• Minimum one year of experience in a financial institution (FI) or related industry required
• Basic understanding of FI products and services
• Fundamental experience in consultative conversations
• Working experience to analyze financial data including credit reports
  
  
  

Knowledge, Skills, and Abilities:

• Proficient at written and verbal communication with ability to develop skills to explain products effectively to members
• Ability to listen and comprehend members’ financial concerns and questions
• Basic interpersonal and emotional intelligence skills needed to deliver updates to members about loan approval or denial with the ability to develop these skills further
• Ability to function well in a fast-paced call center environment
• Organizational skills and attention to detail
• Strong computer skills to quickly learn and become proficient in both Microsoft Office products and Credit Union systems
  
  
  

General Electric Credit Union is an Equal Opportunity Employer

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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